Markets 24h

BTC $82,770 +0.98%

ETH $2,447 +1.93%

BNB $739 +1.57%

XRP $1.33 +2.51%

SOL $107 +2.05%

TRX $0.3307 -0.02%

ZEC $1,241 +10.36%

HYPE $80.71 +3.02%

DOGE $0.0819 +3.23%

XMR $619 +3.66%

LINK $12.30 +3.31%

LEO $9.03 -0.10%

ADA $0.2235 +2.95%

NEAR $4.98 +1.26%

XLM $0.1814 +2.81%

BCH $283 +1.90%

LTC $61.07 +2.31%

UNI $7.47 +3.60%

AVAX $9.77 +2.41%

SUI $1.03 +4.57%

Results for Spotlight, MicroStrategy, Strategy

33 stories, newest first

The premium that investors are paying for BTC treasury companies continues to decline. In other words, mNAV compression is real.

Michael Saylor has been particularly optimistic about expanding STRC domestically and abroad, yet his STRC ATM sales to date are $0.

Since revoking his promise not to dilute MSTR to buy BTC between 1-2.5X mNAV, Michael Saylor has diluted by another $735.2M.